Workflow Actions Reference

Reference for all 152 Rootly workflow action types, grouped by category: Slack, Google Chat, Jira, on-call, AI, and incident operations.

Workflow actions are the individual steps that execute when a workflow runs. Each action connects to a specific integration or Rootly capability. This page lists every available action grouped by category.

Many text fields support Liquid templating for dynamic values drawn from incident, alert, or on-call context. Selector fields (dropdowns, user pickers, etc.) do not accept Liquid.

Available actions depend on your enabled integrations and the workflow type (incident, alert, on-call, etc.). Actions for integrations that are not connected will not appear when building a workflow.

The Key fields column lists internal field names as they appear in the API and workflow schema. Labels in the UI may differ slightly (for example, workspace appears as Workspace in the form).

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Slack

Action	Description	Key fields
Add Slack Bookmark	Add a bookmark to the incident Slack channel	channel, name, link, emoji
Archive Slack Channel	Archive the incident Slack channel	channels, name
Change Slack Channel Privacy	Change a Slack channel’s privacy setting	channel, privacy
Create Slack Channel	Create a Slack channel for the incident	name, private, workspace
Invite Rootly On-Call to Slack Channel	Invite users to the channel based on a Rootly target — on-call from a schedule, escalation policy, service, team, or individual user	channel, escalation_policy, service, team, user, schedule
Invite On-Call to Slack Channel (PagerDuty)	Invite the PagerDuty on-call user to the channel	channel, escalation_policy, schedule, service
Invite On-Call to Slack Channel (Opsgenie)	Invite the Opsgenie on-call user to the channel	channel
Invite On-Call to Slack Channel (VictorOps)	Invite the VictorOps on-call user to the channel	channel
Invite Users to Slack Channel	Invite specific users or user groups to a channel	channel, slack_users, slack_user_groups, slack_emails
Rename Slack Channel	Rename a Slack channel	channel, title
Send Slack Blocks	Send a rich interactive Block Kit message to a Slack channel	channels, blocks, attachments, broadcast_thread_reply_to_channel
Send Slack Message	Send a plain or formatted message to a Slack channel	channels, color, actionables, broadcast_thread_reply_to_channel
Send Slack Reminder	Send a recurring reminder with snooze and pause buttons	channels, message, interval
Update Slack Channel Topic	Update the topic of a Slack channel	channel, topic

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Microsoft Teams

Action	Description	Key fields
Add Microsoft Teams Chat Tab	Add a tab to a Teams chat	chat, title, link
Add Microsoft Teams Tab	Add a tab to the incident Teams channel	channel, title, link
Archive Microsoft Teams Channel	Archive the incident Teams channel	channels, team
Create Microsoft Teams Channel	Create a Teams channel for the incident	name, title, team
Create Microsoft Teams Chat	Create a Teams group or one-on-one chat	chat_type, members, topic
Create Microsoft Teams Meeting	Create a Teams meeting link	record_meeting, recording_mode, post_to_incident_timeline, post_to_slack_channels
Invite Users to Microsoft Teams Channel	Invite users to a private Teams channel	channel, team, emails
Rename Microsoft Teams Channel	Rename a Teams channel	channel, team, title
Send Microsoft Teams Attachments	Send a rich attachment message to a Teams channel	channels, attachments
Send Microsoft Teams Chat Message	Send a message to a Teams chat	chats, text
Send Microsoft Teams Message	Send a message to a Teams channel	channels, text

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Google Chat

Action	Description	Key fields
Archive Google Chat Spaces	Delete incident Google Chat spaces	spaces
Change Google Chat Space Privacy	Switch a space between private and discoverable	space, audience
Create Google Chat Space	Create a dedicated space for the incident	title, description, audience
Invite to Google Chat Space	Invite users to a space by email	space, emails
Rename Google Chat Space	Rename a Google Chat space	space, title
Send Google Chat Attachments	Send Cards v2 to Google Chat spaces	spaces, attachments
Send Google Chat Message	Send a text message to Google Chat spaces	spaces, text, thread_key
Update Google Chat Space Description	Update a space’s description	space, description

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Incident Management

Action	Description	Key fields
Add Action Item	Create a task or follow-up on the incident	kind, summary, description, assignee
Add Incident Role	Assign a user to an incident role	role, user
Add Team	Set the team on the incident	group_id
Add to Timeline	Add a custom event to the incident timeline	event, url
Create Incident	Create a new incident	custom_fields_mapping
Create Incident Retrospective	Create a Rootly retrospective for the incident	incident_id
Create Sub Incident	Create a sub-incident linked to the current incident	incident_id, sync_info
Create ServiceNow Incident	Create a ServiceNow ticket for the incident	description, status, custom_fields_mapping, acts_as_user
Update Action Item	Update an existing action item	kind, summary, description, attribute_to_query_by
Update Incident	Update fields on the incident	custom_fields_mapping, attribute_to_query_by, acknowledged_at, mitigated_at
Update Incident Retrospective	Update the incident’s retrospective	postmortem_id
Update Incident Status	Update incident status after a period of inactivity	inactivity_timeout, message
Update Incident Status Timestamp	Update a lifecycle timestamp on the incident	status, timestamp
Update ServiceNow Incident	Update an existing ServiceNow ticket	incident_id, description, status, custom_fields_mapping, acts_as_user

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On-Call & Paging

Action	Description	Key fields
Auto Assign Role (Rootly)	Assign an incident role from a Rootly on-call rotation	escalation_target, incident_role_id
Auto Assign Role (PagerDuty)	Assign an incident role from a PagerDuty on-call rotation	incident_role_id, escalation_policy, schedule, service
Auto Assign Role (Opsgenie)	Assign an incident role from an Opsgenie on-call rotation	incident_role_id
Auto Assign Role (VictorOps)	Assign an incident role from a VictorOps on-call rotation	incident_role_id
Page Rootly On-Call	Page a Rootly on-call escalation target	escalation_target, title, description
Page PagerDuty On-Call	Page a PagerDuty on-call rotation	service, escalation_policies, message, priority, create_new_incident_on_conflict
Page Opsgenie On-Call	Page an Opsgenie on-call rotation	title, message, description
Page VictorOps On-Call	Page a VictorOps on-call rotation	title
Page JSM Ops On-Call	Page a Jira Service Management on-call rotation	title, message, description
Create PagerTree Incident	Create a PagerTree incident to trigger paging	title, description
Create PagerDuty Status Update	Post a status update to an existing PagerDuty incident	pagerduty_incident_id, message
Update PagerDuty Incident	Update an existing PagerDuty incident	pagerduty_incident_id, title, priority, resolution
Update PagerTree Incident	Update an existing PagerTree incident	pagertree_alert_id
Publish Incident to Status Page	Publish the incident to a status page	status_page, status_page_template, public_title, status, event

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Project Management

Action	Description	Key fields
Create Jira Issue	Create a Jira ticket for the incident	project, issue_type, description, labels, due_date, assign_user_email, custom_fields_mapping
Create Jira Subtask	Create a subtask under an existing Jira ticket	parent_issue_id, description, labels, due_date, assign_user_email, custom_fields_mapping
Update Jira Issue	Update an existing Jira ticket	issue_id, description, labels, due_date, assign_user_email, custom_fields_mapping
Create Linear Issue	Create a Linear issue for the incident	title, description, priority, assign_user_email
Create Linear Subtask	Create a subtask under an existing Linear issue	parent_issue_id, title, description, priority, assign_user_email
Create Linear Issue Comment	Add a comment to a Linear issue	issue_id, body
Update Linear Issue	Update an existing Linear issue	issue_id, description, priority, assign_user_email
Create Asana Task	Create an Asana task for the incident	due_date, labels, assign_user_email, custom_fields_mapping
Create Asana Subtask	Create a subtask under an existing Asana task	parent_task_id, due_date, assign_user_email, custom_fields_mapping
Update Asana Task	Update an existing Asana task	task_id, due_date, completion, assign_user_email, custom_fields_mapping
Create ClickUp Task	Create a ClickUp task for the incident	description, due_date, tags, parent_task_id, custom_fields_mapping
Update ClickUp Task	Update an existing ClickUp task	task_id, description, due_date, completion, custom_fields_mapping
Create Shortcut Story	Create a Shortcut story for the incident	description, due_date, labels, group
Create Shortcut Task	Create a task under an existing Shortcut story	parent_story_id, description
Update Shortcut Story	Update an existing Shortcut story	story_id, description, due_date, labels
Update Shortcut Task	Update an existing Shortcut task	task_id, parent_story_id, description, completion
Create Trello Card	Create a Trello card for the incident	board, list, description, due_date
Update Trello Card	Update an existing Trello card	card_id, board, list, description, due_date
Create Motion Task	Create a Motion task for the incident	description, due_date, duration, labels
Update Motion Task	Update an existing Motion task	task_id, description, due_date, duration, labels

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Docs & Pages

Action	Description	Key fields
Create Confluence Page	Create a Confluence page from a retrospective template	title, content, template, post_mortem_template_id
Update Confluence Page	Update an existing Confluence page	file_id, content, template, post_mortem_template_id
Create Coda Page	Create a Coda page from a retrospective template	doc, folder_id, content, format, post_mortem_template_id
Update Coda Page	Update an existing Coda page	doc_id, page_id, content, format, post_mortem_template_id
Create Datadog Notebook	Create a Datadog notebook for the incident	content, kind, template, post_mortem_template_id
Update Datadog Notebook	Update an existing Datadog notebook	file_id, content, kind, post_mortem_template_id
Create Dropbox Paper	Create a Dropbox Paper document from a template	parent_folder, permissions, content, post_mortem_template_id
Update Dropbox Paper	Update an existing Dropbox Paper document	file_id, title, content, post_mortem_template_id
Create Google Doc	Create a Google Doc from a retrospective template	drive, parent_folder, permissions, content, post_mortem_template_id
Update Google Doc	Update an existing Google Doc	file_id, content, template_id, post_mortem_template_id
Create Google Doc Permissions	Grant users access to a Google Doc	file_id, permissions
Remove Google Doc Permissions	Revoke user access to a Google Doc	file_id, attribute_to_query_by
Create Notion Page	Create a Notion page for the incident	title, show_action_items_as_table, show_timeline_as_table
Update Notion Page	Update an existing Notion page	file_id, title, show_action_items_as_table, show_timeline_as_table
Create Quip Page	Create a Quip page from a template	parent_folder_id, content, template_id, post_mortem_template_id
Update Quip Page	Update an existing Quip page	file_id, content, template_id, post_mortem_template_id
Create SharePoint Page	Create a SharePoint document from a template	site, drive, parent_folder, content, post_mortem_template_id
Update SharePoint Page	Update an existing SharePoint document	file_id, title, content, post_mortem_template_id

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Developer Tools

Action	Description	Key fields
Create GitHub Issue	Create a GitHub issue for the incident	repository, issue_type, body, labels, parent_issue_number
Update GitHub Issue	Update an existing GitHub issue	issue_id, body, labels, labels_mode, issue_type
Get GitHub Commits	Retrieve recent commits from a GitHub repository	github_repository_names, branch, service_ids, past_duration
Create GitLab Issue	Create a GitLab issue for the incident	repository, issue_type, body, labels, due_date
Update GitLab Issue	Update an existing GitLab issue	issue_id, description, labels, due_date, issue_type
Get GitLab Commits	Retrieve recent commits from a GitLab repository	gitlab_repository_names, branch, service_ids, past_duration
Create Zendesk Ticket	Create a Zendesk ticket for the incident	subject, comment, tags, custom_fields_mapping
Update Zendesk Ticket	Update an existing Zendesk ticket	ticket_id, subject, tags, completion, custom_fields_mapping
Create Zendesk Jira Link	Link a Zendesk ticket to a Jira issue	zendesk_ticket_id, jira_issue_id, jira_issue_key
Create FreshService Ticket	Create a FreshService ticket for the incident	subject, description, priority, status, request_user_email
Update FreshService Ticket	Update an existing FreshService ticket	subject, description, priority, status, tags
Create FreshService Task	Create a task under a FreshService ticket	parent_ticket_id, title, description, priority, status
Update FreshService Task	Update an existing FreshService task	task_id, parent_ticket_id, description, priority, status
Create Airtable Record	Create an Airtable record for the incident	custom_fields_mapping
Update Airtable Record	Update an existing Airtable record	record_id, base_key, table_name, custom_fields_mapping
Run Heroku Command	Execute a command in a Heroku app	post_to_incident_timeline, post_to_slack_channels
HTTP Client	Make an outbound HTTP request to any REST API	method, url, headers, body, event_url, event_message
Redis Client	Execute commands against a Redis instance	commands, post_to_incident_timeline

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Observability

Action	Description	Key fields
Snapshot Datadog Graph	Post a Datadog graph to the incident timeline	post_to_incident_timeline, post_to_slack_channels
Attach Datadog Dashboards	Post a Datadog dashboard link to the timeline	post_to_incident_timeline, post_to_slack_channels
Snapshot Grafana Dashboard	Post a Grafana dashboard snapshot to the timeline	post_to_incident_timeline, post_to_slack_channels
Snapshot Grafana Panel	Post a specific Grafana panel to the timeline	post_to_incident_timeline, post_to_slack_channels
Snapshot Looker Graph	Post a Looker graph to the incident timeline	post_to_incident_timeline, post_to_slack_channels
Snapshot New Relic Graph	Post a New Relic graph to the incident timeline	metric_query, post_to_incident_timeline, post_to_slack_channels
Get Alerts	Retrieve alerts matching a filter for use in subsequent actions	sources, environment_ids, labels, past_duration
Get Pulses	Retrieve deploys and changes matching a filter	sources, environment_ids, labels, past_duration
Update Attached Alerts	Update the status or position of alerts attached to the incident	status, position, created_at
Create Opsgenie Alert	Create an alert in Opsgenie	description, details
Update Opsgenie Alert	Update an existing Opsgenie alert	alert_id
Update Opsgenie Incident	Update an existing Opsgenie incident	opsgenie_incident_id
Create JSM Alert	Create an alert in Jira Service Management	description, details
Update VictorOps Incident	Update an existing VictorOps incident	victor_ops_incident_id, resolution_message
Send Dashboard Report	Send a dashboard snapshot report via email	dashboard_ids, from, cc, bcc, body

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Meetings & Calendar

Action	Description	Key fields
Create Google Meet	Create a Google Meet link	record_meeting, post_to_incident_timeline, post_to_slack_channels
Create Zoom Meeting	Create a Zoom meeting link	password, record_meeting, create_as_email, post_to_incident_timeline, post_to_slack_channels
Create Webex Meeting	Create a Webex meeting link	password, record_meeting, recording_mode, post_to_incident_timeline, post_to_slack_channels
Create GoToMeeting	Create a GoToMeeting link	subject, post_to_incident_timeline, post_to_slack_channels
Create Google Calendar Event	Schedule a meeting on Google Calendar	calendar_id, attendees, description, conference_solution_key, exclude_weekends
Update Google Calendar Event	Update an existing Google Calendar event	event_id, attendees, conference_solution_key, exclude_weekends
Create Outlook Event	Schedule a meeting on Outlook Calendar	calendar, attendees, description, enable_online_meeting, exclude_weekends

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Notifications

Action	Description	Key fields
Send Email	Send an email to any address	from, to, cc, bcc, body, include_header, include_footer
Send SMS	Send an SMS to a phone number	phone_numbers, content
Send WhatsApp Message	Send a WhatsApp message to a phone number	phone_numbers, content
Call People	Make outbound phone calls	phone_numbers, content
Send Tweet	Post a tweet on Twitter / X	message

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AI

Action	Description	Key fields
OpenAI Chat Completion	Send a prompt to OpenAI and use the response in subsequent actions	model, prompt, system_prompt
Anthropic Chat Completion	Send a prompt to Anthropic Claude and use the response in subsequent actions	model, prompt, system_prompt
Gemini Chat Completion	Send a prompt to Google Gemini and use the response in subsequent actions	model, prompt, system_prompt
Mistral Chat Completion	Send a prompt to Mistral AI and use the response in subsequent actions	model, prompt, system_prompt, max_tokens

AI actions require the corresponding LLM integration to be configured in Settings → Integrations. The response from any AI action can be referenced in downstream actions using Liquid variables.

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Utility

Action	Description	Key fields
Trigger Workflow	Trigger another workflow from the current one	kind, check_workflow_conditions, attribute_to_query_by, match_header
Print	Print a message to the workflow run log for debugging	message

HTTP Client and Redis Client are also available as utility-style actions — see Developer Tools above.